At the end of last quarterly they had 20Kt SOH and they have been able to run the plant for 1.5 months since then. They expect to load 43Kt so that means in the month and a half they produced 23 Kt or 15 Kt per month which is about what they had been producing before. Their plan to get to nameplate involved a shut down anyway and the breakdown has just brought this work forward. I guess my point is that everything would have to have gone well to reach nameplate by end 2021 (they will only have about 2 weeks after the fix has been done), so Q1 2022 is much more realistic IMO.
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| E25 (ASX) Chart |